Customer Success Engineer, Advisory
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Job Description
Customer Success Engineer focused on enabling advisory workflows for Fieldguide customers. Enhancing platform adoption and driving measurable outcomes within the advisory space.
Responsibilities:
- Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for usage, outcomes, and long-term retention
- Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows, templates, and engagement structures
- Translate advisory methodologies, service offerings, and best practices into scalable, repeatable Fieldguide workflows
- Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes through better workflow design
- Lead customer enablement, training, and change management to help teams move away from bespoke, manual, or legacy delivery models
- Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements
- Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger, more scalable advisory practices
- Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities
- Support renewals and expansion by ensuring customers are realizing clear, provable value across advisory service lines
- Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks
- Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage
Requirements:
- 2-5+ years of experience in:
- Advisory, consulting, or professional services roles (e.g., risk advisory, compliance, cybersecurity, privacy, ESG, internal audit, or operational consulting), or
- Advisory methodology, transformation, or practice operations roles
- Deep understanding of advisory engagement delivery, including scoping, execution, collaboration, and client reporting
- Experience supporting complex, multi-team advisory or consulting environments and service-line rollouts
- Highly comfortable working hands-on in software platforms, including configuring workflows and troubleshooting real-world usage challenges
- Strong technical curiosity, with interest in data models, permissions, configurations, and AI-powered workflows (LLMs or prompt creation experience is a plus)
- Practitioner mindset — you advise, enable, and drive change rather than act as a support or relationship-only resource
- Confident leading training, enablement, and change management efforts with advisory teams
Benefits:
- Competitive compensation packages with meaningful ownership
- Flexible PTO
- 401k
- Wellness benefits starting on your first day
- Technology & Work from Home reimbursement
- Flexible work schedules
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